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Portfolio (Quarterly) Guide ↗

OARSMAN CAPITAL, INC.

· CIK 0001569667
13F Portfolio $805.5B AUM 239 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 76 Added 100 Reduced 22 Exited
Page 4 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 17,743.0 $2.1M 0.26% -350.0 -1.9% $118.45 +6.1%
62 INTU INTUIT COM Technology 4,743.0 $2.1M 0.26% +604.0 +14.6% $432.40 -12.5%
63 BAC BANK OF AMER CORP COM Financial Services 41,993.0 $2.0M 0.25% -274.0 -0.7% $48.75 +2.1%
64 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 31,908.0 $2.0M 0.25% -2K -5.8% $64.08 +7.8%
65 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 42,907.0 $2.0M 0.25% -2K -4.6% $46.70 -3.0%
66 DIS DISNEY WALT CO COM Communication Services 20,729.0 $2.0M 0.25% $96.38 +9.4%
67 PEP PEPSICO INC COM Consumer Defensive 12,502.0 $1.9M 0.24% $155.29 -4.3%
68 LLY ELI LILLY & CO COM Healthcare 2,061.0 $1.9M 0.23% +132.0 +6.8% $919.74 +9.5%
69 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,896.0 $1.9M 0.23% +240.0 +14.5% $996.44 +4.5%
70 VOO VANGUARD S&P 500 ETF 3,050.0 $1.8M 0.23% +504.0 +19.8% $597.58 +13.7%
71 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 38,611.0 $1.8M 0.22% +2K +6.1% $46.74 +6.6%
72 QCOM QUALCOMM INC COM Technology 14,012.0 $1.8M 0.22% -292.0 -2.0% $128.78 +55.4%
73 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 113,448.0 $1.8M 0.22% +2K +1.7% $15.65 -0.9%
74 VTI VANGUARD TOTAL STOCK MARKET ETF 5,460.0 $1.8M 0.22% +382.0 +7.5% $320.82 +13.1%
75 TSLA TESLA INC COM Consumer Cyclical 4,684.0 $1.7M 0.22% -379.0 -7.5% $371.75 +19.2%
76 DFAS DIMENSIONAL U.S. SMALL CAP ETF 24,477.0 $1.7M 0.22% -1K -5.0% $71.13 +6.3%
77 RJF RAYMOND JAMES FINL INC Financial Services 11,814.0 $1.7M 0.21% +99.0 +0.8% $144.79 +7.4%
78 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 11,738.0 $1.7M 0.21% -207.0 -1.7% $144.71 +9.5%
79 FISV FISERV INC COM Technology 29,913.0 $1.7M 0.21% -918.0 -3.0% $55.80 -4.2%
80 V VISA INC COM CL A Financial Services 4,571.0 $1.4M 0.17% -790.0 -14.7% $302.27 +6.7%
Page 4 of 12  ·  239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 17.9%
Communication Services 13.8%
Industrials 11.2%
Healthcare 10.8%
Consumer Cyclical 7.9%
Consumer Defensive 5.4%
Basic Materials 2.3%
Energy 1.5%
Utilities 0.9%